5 08, 2016

Fiduciary Responsibilities in Oregon

By |2023-04-05T05:49:18+00:00August 5th, 2016|Financial, International, Taxes|0 Comments

Our firm assists people in becoming trustees, conservators and holding a power of attorney. We’ll help you understand your responsibilities and answer your questions. There is also an online source for help in understanding the responsibilities of being a fiduciary. Free booklets are available from the Consumer Financial Protection Bureau. http://www.consumerfinance.gov/managing-someone-elses-money/ Be sure to click [...]

5 03, 2015

How to Prevent Will Disputes

By |2023-04-05T05:45:34+00:00March 5th, 2015|Financial, International, Taxes|0 Comments

When Robin Williams committed suicide in August of 2014, he left a detailed estate plan.  At first glance, it appeared that the Trusts he established were very well organized and seemed to be a model for estate planners everywhere.  Unfortunately, his family argued over ownership of items and disputed certain parts of his will based [...]

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